Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 120 VANTIS DR STE 330 · ALISO VIEJO, CA 92656 | Advisory (Plan) | $41,580 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,450 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,970 | $50,820-37.1% | $155,567-79.4% | $77,671-58.8% |
| Participation rate | 89.3% | 63.1%+26.2pp | 78.2%+11.1pp | 70.6%+18.7pp |
| Annual return | 14.37% | 34.85%-20.5pp | 64.74%-50.4pp | 31.21%-16.8pp |
| Employer contribution / active EE | $1,371 | $1,993-31.2% | $4,674-70.7% | $2,726-49.7% |
| Participant deferral / active EE | $4,110 | $2,823+45.6% | $5,628-27.0% | $4,648-11.6% |
| Admin fee / account holder | $156 | $436-64.2% | $15,916-99.0% | $430-63.8% |